See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,272 | $97,125-67.8% | $86,233-63.7% | $137,256-77.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 22.02% | 74.19%-52.2pp | 61.39%-39.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,598 | $2,841-43.8% | $2,504-36.2% | $4,156-61.6% |
| Participant deferral / active EE | $4,653 | $5,180-10.2% | $4,559+2.1% | $6,407-27.4% |
| Admin fee / account holder | $217 | $9,725-97.8% | $8,342-97.4% | $12,270-98.2% |